Change Profit Margin by Item, Assembly, or Project

Overview

Your company-wide default profit margin is set in your company settings. When you need a different margin for a single line item, an assembly, or a whole project, you can change it directly in the estimate.

Open the Estimate

1. In the left-hand menu, click Jobs, then click Pipeline.
2. Select the project you want to work on to open its estimate.
3. In the estimate sheet, open the column groups so the Profit % columns are showing.

Change the Profit Margin on a Line Item

1. Click the Profit % cell on the line item's row.
2. Enter the profit margin percentage you want for that line item.

Change the Profit Margin on an Assembly

1. Click the Profit % cell on the assembly's row (for example, Kitchen Reno).
2. Enter the profit margin percentage you want for that assembly.

Change the Profit Margin on the Whole Project

1. Scroll to the bottom of the estimate to the Totals row.
2. Click the Profit % cell in the totals.
3. Enter the profit margin percentage you want for the project.

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Summary

Open the estimate from Jobs > Pipeline. Click the profit margin cell on a line item or an assembly, or in the Totals row at the bottom, and enter the percentage you want.